COBIAN & COMPANY PSC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR COBIAN & COMPANY RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2024 : UBS TRUST COMPANY OF PR COBIAN & COMPANY RETIREMENT PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $57,099 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $410 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $0 |
| Total plan assets at end of year | 2024-01-01 | $334,723 |
| Total plan assets at beginning of year | 2024-01-01 | $278,034 |
| Total contributions received or receivable from participants | 2024-01-01 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $57,099 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $56,689 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $334,723 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $278,034 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $0 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $410 |
| 2023 : UBS TRUST COMPANY OF PR COBIAN & COMPANY RETIREMENT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $66,873 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $275 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $278,034 |
| Total plan assets at beginning of year | 2023-12-31 | $211,436 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $66,873 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $66,598 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $278,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $211,436 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $275 |
| 2022 : UBS TRUST COMPANY OF PR COBIAN & COMPANY RETIREMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-30,819 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $275 |
| Total plan assets at end of year | 2022-12-31 | $211,436 |
| Total plan assets at beginning of year | 2022-12-31 | $242,530 |
| Other income received | 2022-12-31 | $-30,819 |
| Net income (gross income less expenses) | 2022-12-31 | $-31,094 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $211,436 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $242,530 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $275 |
| 2021 : UBS TRUST COMPANY OF PR COBIAN & COMPANY RETIREMENT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $37,752 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $275 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $242,530 |
| Total plan assets at beginning of year | 2021-12-31 | $205,053 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $22,740 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $37,477 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $242,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $205,053 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $15,012 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $275 |
| 2020 : UBS TRUST COMPANY OF PR COBIAN & COMPANY RETIREMENT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $56,534 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $275 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $205,053 |
| Total plan assets at beginning of year | 2020-12-31 | $148,794 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $36,534 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $56,259 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $205,053 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $148,794 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $20,000 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $275 |
| 2023: UBS TRUST COMPANY OF PR COBIAN & COMPANY RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: UBS TRUST COMPANY OF PR COBIAN & COMPANY RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: UBS TRUST COMPANY OF PR COBIAN & COMPANY RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | Yes |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: UBS TRUST COMPANY OF PR COBIAN & COMPANY RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
